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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,673 | $81,403-13.2% | $147,027-51.9% | $87,485-19.2% |
| Participation rate | 21.4% | 63.4%-42.0pp | 73.7%-52.3pp | 68.9%-47.5pp |
| Annual return | 8.51% | 16.51%-8.0pp | 20.23%-11.7pp | 26.06%-17.5pp |
| Employer contribution / active EE | $0 | $2,205-100.0% | $3,626-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,151 | $3,315-65.3% | $4,933-76.7% | $4,274-73.1% |
| Admin fee / account holder | $20,163 | $6,755+198.5% | $12,223+65.0% | $7,775+159.3% |